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市场调查报告书
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1943623

绿色氨市场-全球产业规模、份额、趋势、机会及预测(依生产方法、最终用途、区域及竞争格局划分,2021-2031年)

Green Ammonia Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Production Method, By End Use, By Region & Competition, 2021-2031F

出版日期: | 出版商: TechSci Research | 英文 180 Pages | 商品交期: 2-3个工作天内

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简介目录

全球绿色氨市场预计将从 2025 年的 9.8612 亿美元成长到 2031 年的 156.5896 亿美元,复合年增长率为 58.54%。

绿色氨是指采用碳中和方法合成的氨,主要方法是利用风能和太阳能等可再生能源,透过电解。市场成长主要受全球日益严格的脱碳法规以及重工业和航运等难以排放的行业迫切需要减少温室气体排放的驱动。此外,对永续农业肥料的需求不断增长,以及氨作为稳定的氢气运输介质的效用提高,也加速了工业界对绿色氨的采用。根据氨能源协会的数据,2024年公布的全球低排放氨计划总产能将达到3.725亿吨,显示该领域发展势头强劲。

市场概览
预测期 2027-2031
市场规模:2025年 9.8612亿美元
市场规模:2031年 15,658,960,000 美元
复合年增长率:2026-2031年 58.54%
成长最快的细分市场 肥料
最大的市场 亚太地区

儘管取得了这些积极进展,但该技术仍面临一个重大障碍:与传统的石化燃料技术相比,其平准化生产成本较高。这种经济差距对最终投资决策(FID)构成重大阻碍,有效地延缓了从计划宣布到商业化实现的过渡,并限制了即时供应。

市场驱动因素

随着航运业积极寻求重质燃油的替代品,绿色氨作为一种零碳船用燃料的日益普及正在从根本上改变市场格局。随着国际温室气体排放法规日益严格,航运业者越来越多地转向使用氨,因为它具有高能量密度和无碳燃烧的特性。为了应对这一趋势,引擎製造商和燃料生产商正在紧急合作,以建立必要的加註基础设施和推进技术。例如,在2024年6月的新闻稿中,WinGD宣布已收到10台新型氨燃料发动机「X-DF-A」的订单,这标誌着该发动机从理论概念到航运业商业采购的快速发展。

政府支持框架和脱碳政策是第二个关键驱动因素,特别是透过补贴来抵消永续生产带来的绿色溢价。差价合约 (CFD) 和竞争性竞标等金融工具已被证明对最终投资决策 (FID) 至关重要,因为它们确保了生产商的可靠收入来源。德国政府的 H2Global倡议就是这项政策影响的显着例证,该计画已成功完成首轮竞标。 2024 年 7 月, 倡议宣布赢得了向欧洲供应可再生氨的试点竞标,合约价值高达 3.97 亿欧元,这证实了国家支持的采购模式的可行性。氢能委员会报告称,2024 年全球氢能及衍生计划的承诺资本飙升至 750 亿美元,反映了强劲的投资环境。

市场挑战

阻碍全球绿色氨市场扩张的关键挑战在于,绿色氨生产的平准化成本高昂,而传统石化燃料的生产成本却很低,两者之间存在巨大的经济差距。这种价格溢价对签订长期供应协议构成重大障碍,因为航运和农业等对价格敏感的终端用户往往不愿意在没有补贴的情况下承担额外的成本。因此,开发商难以证明其拥有足够的收入来源来说服贷款方,从而造成计划停滞在规划阶段,无法进入建设阶段。

无法弥合这一融资缺口直接阻碍了从理论产能到实际商业供应的转换。计划公告数量,凸显了这种停滞的程度。根据国际能源总署(IEA)统计,截至2024年,全球规划的电解槽产能(绿色氨生产的基础技术)中,仅有4%进入了最终投资决策阶段。这项数据表明,成本壁垒有效地冻结了大部分计划,阻碍了市场实现必要的规模经济。

市场趋势

在发电领域采用氨混烧正成为一大趋势,尤其是在亚洲市场。该地区的电力公司正在对其燃煤电厂进行改造,以在提高能源安全性的同时减少排放。这种运作改造使得氨可以直接在现有火力发电厂内燃烧,从而有效地实现了从石化燃料依赖向完全可再生能源电网的过渡,而无需进行全面的基础设施升级。日本正积极检验这项技术,以建构氨燃料供应网络。 2025年4月,IHI株式会社在报导中宣布,其位于碧南的火力发电厂在大规模示范试验中实现了20%氨混烧比例的稳定运行,这充分证明了该系统的技术可行性。

同时,市场正向固体氧化物电解(SOEC)技术转型,以优化生产效率,优于传统的碱性电解和质子交换膜(PEM)製程。 SOEC系统采用高温电解,并整合工业废热,显着降低氢气合成所需的电能,进而降低绿色氨的平准化成本。这种效率优势正推动工业快速扩张,以满足预期的全球需求。根据托普索公司2025年10月发布的新闻稿,该公司将在赫宁开设欧洲最大的SOEC工厂之一,初期年产能将达到500兆瓦。这显示业界决心大规模部署下一代技术。

目录

第一章概述

第二章调查方法

第三章执行摘要

第四章:客户评价

第五章 全球绿色氨市场展望

  • 市场规模及预测
    • 按金额
  • 市占率及预测
    • 依生产方法(碱性水电电解、质子交换膜法、固体氧化物电解)
    • 按用途(发电、运输、肥料等)
    • 按地区
    • 按公司(2025 年)
  • 市场地图

第六章 北美绿氨市场展望

  • 市场规模及预测
  • 市占率及预测
  • 北美洲:国家分析
    • 我们
    • 加拿大
    • 墨西哥

7. 欧洲绿氨市场展望

  • 市场规模及预测
  • 市占率及预测
  • 欧洲:国家分析
    • 德国
    • 法国
    • 英国
    • 义大利
    • 西班牙

8. 亚太地区绿色氨市场展望

  • 市场规模及预测
  • 市占率及预测
  • 亚太地区:国家分析
    • 中国
    • 印度
    • 日本
    • 韩国
    • 澳洲

9. 中东和非洲绿色氨市场展望

  • 市场规模及预测
  • 市占率及预测
  • 中东和非洲:国家分析
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 南非

第十章:南美绿氨市场展望

  • 市场规模及预测
  • 市占率及预测
  • 南美洲:国家分析
    • 巴西
    • 哥伦比亚
    • 阿根廷

第十一章 市场动态

  • 司机
  • 任务

第十二章 市场趋势与发展

  • 併购
  • 产品发布
  • 最新进展

第十三章 全球绿色氨市场:SWOT分析

第十四章 波特五力分析

  • 产业竞争
  • 新进入者的可能性
  • 供应商电力
  • 顾客权力
  • 替代品的威胁

第十五章 竞争格局

  • Nel Hydrogen
  • Siemens Energy
  • MAN Energy Solutions
  • ThyssenKrupp AG
  • ITM Power PLC
  • Hydrogenics
  • Green Hydrogen Systems
  • McPhy Energy
  • Electrochaea
  • EXYTRON
  • AquaHydrex

第十六章 策略建议

第十七章:关于研究公司及免责声明

简介目录
Product Code: 14227

The Global Green Ammonia Market is projected to expand from USD 986.12 Million in 2025 to USD 15658.96 Million by 2031, reflecting a compound annual growth rate of 58.54%. Green ammonia is characterized as ammonia synthesized through carbon-neutral methods, primarily utilizing water electrolysis powered by renewable sources like wind or solar to produce hydrogen. The market's growth is largely driven by strict global decarbonization regulations and the critical necessity to lower greenhouse gas emissions in difficult-to-abate sectors, such as heavy industry and maritime shipping. Furthermore, the increasing requirement for sustainable agricultural fertilizers and the rising utility of ammonia as a stable medium for hydrogen transport are hastening industrial uptake. Data from the Ammonia Energy Association indicates that in 2024, the global pipeline of announced low-emission ammonia projects amassed a total capacity of 372.5 million tons, highlighting significant sectoral momentum.

Market Overview
Forecast Period2027-2031
Market Size 2025USD 986.12 Million
Market Size 2031USD 15658.96 Million
CAGR 2026-203158.54%
Fastest Growing SegmentFertilizers
Largest MarketAsia Pacific

Despite this positive trajectory, the market encounters a major obstacle regarding the high levelized cost of production relative to traditional fossil-fuel-based techniques. This economic gap establishes a considerable hurdle for Final Investment Decisions (FID), effectively slowing the transition from project announcements to commercial realization and restricting the immediate availability of supply.

Market Driver

The increasing utilization of green ammonia as a zero-carbon maritime fuel is fundamentally altering the market landscape as the shipping sector actively seeks feasible substitutes for heavy fuel oil. With international regulations regarding greenhouse gas emissions becoming more stringent, maritime operators are favoring ammonia because of its high energy density and carbon-free combustion. This trend is fostering urgent collaboration between engine manufacturers and fuel producers to establish necessary bunkering infrastructure and propulsion technologies. For instance, WinGD announced in a June 2024 press release that it had secured orders for 10 of its new ammonia-fueled X-DF-A engines, demonstrating the rapid progression from theoretical concepts to commercial procurement within the maritime industry.

Supportive government frameworks and decarbonization mandates serve as a second vital driver, particularly through subsidies aimed at offsetting the green premium associated with sustainable production. Financial tools such as contracts-for-difference and competitive auctions are proving crucial for facilitating Final Investment Decisions (FID) by ensuring reliable revenue streams for producers. A notable example of this policy impact was the German government's H2Global initiative, which successfully completed its first tender. In July 2024, Fertiglobe announced it had won this pilot auction to deliver renewable ammonia to Europe with a contract value up to €397 million, confirming the effectiveness of state-backed procurement. Highlighting this robust investment climate, the Hydrogen Council reported in 2024 that the global volume of committed capital for hydrogen and derivative projects surged to USD 75 billion.

Market Challenge

The principal difficulty hindering the expansion of the Global Green Ammonia Market is the substantial economic gap between the elevated levelized cost of green ammonia production and the established, lower costs of conventional fossil-fuel-based versions. This price premium acts as a significant barrier to finalizing long-term offtake agreements, as price-sensitive end-users in sectors like shipping and agriculture are frequently reluctant to absorb the extra cost without subsidies. Consequently, developers find it difficult to prove the guaranteed revenue streams necessary to satisfy lenders, resulting in a bottleneck where projects remain stalled in the planning phase rather than progressing to construction.

This failure to bridge the financial divide directly delays the industry's shift from theoretical capacity to actual commercial supply. The extent of this stagnation is evident in the low rate of project realization compared to announcements. According to the International Energy Agency, in 2024, merely 4 percent of the global planned electrolyser capacity-the fundamental technology for green ammonia production-had reached the final investment decision stage. This statistic demonstrates how the cost barrier effectively freezes the vast majority of the project pipeline, preventing the market from achieving necessary economies of scale.

Market Trends

The adoption of ammonia co-firing in power generation is developing into a key trend, especially in Asian markets where utilities are modifying coal assets to enhance energy security while reducing emissions. This operational shift enables the direct combustion of ammonia within existing thermal plants, effectively bridging the gap between fossil fuel reliance and a fully renewable grid without requiring complete infrastructure replacement. Japan is actively validating this technology to build a viable supply chain for fuel ammonia. In April 2025, IHI Corporation confirmed in a news article regarding the Hekinan Thermal Power Station that their large-scale demonstration successfully achieved a stable 20 percent ammonia co-firing ratio, proving the system's technical readiness for broader implementation.

Concurrently, the market is undergoing a technological shift toward Solid Oxide Electrolysis (SOEC) to optimize production efficiency relative to traditional alkaline or PEM methods. SOEC systems employ high-temperature electrolysis that integrates industrial waste heat to substantially lower the electrical energy required for hydrogen synthesis, thereby reducing the levelized cost of green ammonia. This efficiency benefit is driving rapid industrial scaling to meet projected global demand. According to a Topsoe press release in October 2025, the manufacturer inaugurated Europe's largest SOEC facility in Herning with an initial annual production capacity of 500 megawatts, underscoring the sector's commitment to deploying this next-generation technology at a commercial scale.

Key Market Players

  • Nel Hydrogen
  • Siemens Energy
  • MAN Energy Solutions
  • ThyssenKrupp AG
  • ITM Power PLC
  • Hydrogenics
  • Green Hydrogen Systems
  • McPhy Energy
  • Electrochaea
  • EXYTRON
  • AquaHydrex

Report Scope

In this report, the Global Green Ammonia Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Green Ammonia Market, By Production Method

  • Alkaline Water Electrolysis
  • Proton Exchange Membrane
  • Solid Oxide Electrolysis

Green Ammonia Market, By End Use

  • Power Generation
  • Transportation
  • Fertilizers
  • Others

Green Ammonia Market, By Region

  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • France
    • United Kingdom
    • Italy
    • Germany
    • Spain
  • Asia Pacific
    • China
    • India
    • Japan
    • Australia
    • South Korea
  • South America
    • Brazil
    • Argentina
    • Colombia
  • Middle East & Africa
    • South Africa
    • Saudi Arabia
    • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Green Ammonia Market.

Available Customizations:

Global Green Ammonia Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

  • Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

  • 1.1. Market Definition
  • 1.2. Scope of the Market
    • 1.2.1. Markets Covered
    • 1.2.2. Years Considered for Study
    • 1.2.3. Key Market Segmentations

2. Research Methodology

  • 2.1. Objective of the Study
  • 2.2. Baseline Methodology
  • 2.3. Key Industry Partners
  • 2.4. Major Association and Secondary Sources
  • 2.5. Forecasting Methodology
  • 2.6. Data Triangulation & Validation
  • 2.7. Assumptions and Limitations

3. Executive Summary

  • 3.1. Overview of the Market
  • 3.2. Overview of Key Market Segmentations
  • 3.3. Overview of Key Market Players
  • 3.4. Overview of Key Regions/Countries
  • 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Green Ammonia Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value
  • 5.2. Market Share & Forecast
    • 5.2.1. By Production Method (Alkaline Water Electrolysis, Proton Exchange Membrane, Solid Oxide Electrolysis)
    • 5.2.2. By End Use (Power Generation, Transportation, Fertilizers, Others)
    • 5.2.3. By Region
    • 5.2.4. By Company (2025)
  • 5.3. Market Map

6. North America Green Ammonia Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value
  • 6.2. Market Share & Forecast
    • 6.2.1. By Production Method
    • 6.2.2. By End Use
    • 6.2.3. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Green Ammonia Market Outlook
      • 6.3.1.1. Market Size & Forecast
        • 6.3.1.1.1. By Value
      • 6.3.1.2. Market Share & Forecast
        • 6.3.1.2.1. By Production Method
        • 6.3.1.2.2. By End Use
    • 6.3.2. Canada Green Ammonia Market Outlook
      • 6.3.2.1. Market Size & Forecast
        • 6.3.2.1.1. By Value
      • 6.3.2.2. Market Share & Forecast
        • 6.3.2.2.1. By Production Method
        • 6.3.2.2.2. By End Use
    • 6.3.3. Mexico Green Ammonia Market Outlook
      • 6.3.3.1. Market Size & Forecast
        • 6.3.3.1.1. By Value
      • 6.3.3.2. Market Share & Forecast
        • 6.3.3.2.1. By Production Method
        • 6.3.3.2.2. By End Use

7. Europe Green Ammonia Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value
  • 7.2. Market Share & Forecast
    • 7.2.1. By Production Method
    • 7.2.2. By End Use
    • 7.2.3. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Green Ammonia Market Outlook
      • 7.3.1.1. Market Size & Forecast
        • 7.3.1.1.1. By Value
      • 7.3.1.2. Market Share & Forecast
        • 7.3.1.2.1. By Production Method
        • 7.3.1.2.2. By End Use
    • 7.3.2. France Green Ammonia Market Outlook
      • 7.3.2.1. Market Size & Forecast
        • 7.3.2.1.1. By Value
      • 7.3.2.2. Market Share & Forecast
        • 7.3.2.2.1. By Production Method
        • 7.3.2.2.2. By End Use
    • 7.3.3. United Kingdom Green Ammonia Market Outlook
      • 7.3.3.1. Market Size & Forecast
        • 7.3.3.1.1. By Value
      • 7.3.3.2. Market Share & Forecast
        • 7.3.3.2.1. By Production Method
        • 7.3.3.2.2. By End Use
    • 7.3.4. Italy Green Ammonia Market Outlook
      • 7.3.4.1. Market Size & Forecast
        • 7.3.4.1.1. By Value
      • 7.3.4.2. Market Share & Forecast
        • 7.3.4.2.1. By Production Method
        • 7.3.4.2.2. By End Use
    • 7.3.5. Spain Green Ammonia Market Outlook
      • 7.3.5.1. Market Size & Forecast
        • 7.3.5.1.1. By Value
      • 7.3.5.2. Market Share & Forecast
        • 7.3.5.2.1. By Production Method
        • 7.3.5.2.2. By End Use

8. Asia Pacific Green Ammonia Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value
  • 8.2. Market Share & Forecast
    • 8.2.1. By Production Method
    • 8.2.2. By End Use
    • 8.2.3. By Country
  • 8.3. Asia Pacific: Country Analysis
    • 8.3.1. China Green Ammonia Market Outlook
      • 8.3.1.1. Market Size & Forecast
        • 8.3.1.1.1. By Value
      • 8.3.1.2. Market Share & Forecast
        • 8.3.1.2.1. By Production Method
        • 8.3.1.2.2. By End Use
    • 8.3.2. India Green Ammonia Market Outlook
      • 8.3.2.1. Market Size & Forecast
        • 8.3.2.1.1. By Value
      • 8.3.2.2. Market Share & Forecast
        • 8.3.2.2.1. By Production Method
        • 8.3.2.2.2. By End Use
    • 8.3.3. Japan Green Ammonia Market Outlook
      • 8.3.3.1. Market Size & Forecast
        • 8.3.3.1.1. By Value
      • 8.3.3.2. Market Share & Forecast
        • 8.3.3.2.1. By Production Method
        • 8.3.3.2.2. By End Use
    • 8.3.4. South Korea Green Ammonia Market Outlook
      • 8.3.4.1. Market Size & Forecast
        • 8.3.4.1.1. By Value
      • 8.3.4.2. Market Share & Forecast
        • 8.3.4.2.1. By Production Method
        • 8.3.4.2.2. By End Use
    • 8.3.5. Australia Green Ammonia Market Outlook
      • 8.3.5.1. Market Size & Forecast
        • 8.3.5.1.1. By Value
      • 8.3.5.2. Market Share & Forecast
        • 8.3.5.2.1. By Production Method
        • 8.3.5.2.2. By End Use

9. Middle East & Africa Green Ammonia Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value
  • 9.2. Market Share & Forecast
    • 9.2.1. By Production Method
    • 9.2.2. By End Use
    • 9.2.3. By Country
  • 9.3. Middle East & Africa: Country Analysis
    • 9.3.1. Saudi Arabia Green Ammonia Market Outlook
      • 9.3.1.1. Market Size & Forecast
        • 9.3.1.1.1. By Value
      • 9.3.1.2. Market Share & Forecast
        • 9.3.1.2.1. By Production Method
        • 9.3.1.2.2. By End Use
    • 9.3.2. UAE Green Ammonia Market Outlook
      • 9.3.2.1. Market Size & Forecast
        • 9.3.2.1.1. By Value
      • 9.3.2.2. Market Share & Forecast
        • 9.3.2.2.1. By Production Method
        • 9.3.2.2.2. By End Use
    • 9.3.3. South Africa Green Ammonia Market Outlook
      • 9.3.3.1. Market Size & Forecast
        • 9.3.3.1.1. By Value
      • 9.3.3.2. Market Share & Forecast
        • 9.3.3.2.1. By Production Method
        • 9.3.3.2.2. By End Use

10. South America Green Ammonia Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value
  • 10.2. Market Share & Forecast
    • 10.2.1. By Production Method
    • 10.2.2. By End Use
    • 10.2.3. By Country
  • 10.3. South America: Country Analysis
    • 10.3.1. Brazil Green Ammonia Market Outlook
      • 10.3.1.1. Market Size & Forecast
        • 10.3.1.1.1. By Value
      • 10.3.1.2. Market Share & Forecast
        • 10.3.1.2.1. By Production Method
        • 10.3.1.2.2. By End Use
    • 10.3.2. Colombia Green Ammonia Market Outlook
      • 10.3.2.1. Market Size & Forecast
        • 10.3.2.1.1. By Value
      • 10.3.2.2. Market Share & Forecast
        • 10.3.2.2.1. By Production Method
        • 10.3.2.2.2. By End Use
    • 10.3.3. Argentina Green Ammonia Market Outlook
      • 10.3.3.1. Market Size & Forecast
        • 10.3.3.1.1. By Value
      • 10.3.3.2. Market Share & Forecast
        • 10.3.3.2.1. By Production Method
        • 10.3.3.2.2. By End Use

11. Market Dynamics

  • 11.1. Drivers
  • 11.2. Challenges

12. Market Trends & Developments

  • 12.1. Merger & Acquisition (If Any)
  • 12.2. Product Launches (If Any)
  • 12.3. Recent Developments

13. Global Green Ammonia Market: SWOT Analysis

14. Porter's Five Forces Analysis

  • 14.1. Competition in the Industry
  • 14.2. Potential of New Entrants
  • 14.3. Power of Suppliers
  • 14.4. Power of Customers
  • 14.5. Threat of Substitute Products

15. Competitive Landscape

  • 15.1. Nel Hydrogen
    • 15.1.1. Business Overview
    • 15.1.2. Products & Services
    • 15.1.3. Recent Developments
    • 15.1.4. Key Personnel
    • 15.1.5. SWOT Analysis
  • 15.2. Siemens Energy
  • 15.3. MAN Energy Solutions
  • 15.4. ThyssenKrupp AG
  • 15.5. ITM Power PLC
  • 15.6. Hydrogenics
  • 15.7. Green Hydrogen Systems
  • 15.8. McPhy Energy
  • 15.9. Electrochaea
  • 15.10. EXYTRON
  • 15.11. AquaHydrex

16. Strategic Recommendations

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